COCC's Core Solution
INSIGHT
COCC’s Core Banking Solution Provides Integrated Technology for the Heart of Your Institution
Successful financial institutions do more than process accounts — they enhance relationships with each contact, whether online, in-branch or via debit card. COCC’s .Net core banking solution is designed for relationship building. Using advanced Oracle® database and Windows® technology, this system supports a broad range of banking strategies with flexibility to meet changing market conditions and automation for maximum efficiency. This integrated system gives your institution:
- A vast, flexible database capable of storing valuable customer information such as source of funds, employment history and relationships.
- State-of-the-art information access to identify customers and members on sight and make service notes to ensure a consistent experience at every touch point.
- True product flexibility to help your organization match its products to current market needs.
- Streamlined navigation, starting with single sign-on to all functions. Built-in “Wizards” guide staff through account opening, balancing and other key functions.
- Automated access to third party solutions for marketing, background checks, check cashing and electronic document archiving.
- Prescribed workflows to enforce institutional policies and procedures with reporting to demonstrate that policies are followed by all staff.
- The consistent interface reduces training requirements and delivering a consistent customer experience. Your financial institution can bookmark frequently used screens for easy access and greater efficiencies.

COCC’s Core Banking Solution
State-of-the-art technology keeps COCC on the leading edge of all the latest enhancements. Sharing information, adapting to the rapid pace of regulatory changes, new product requirements and new types of information, such as driver’s license photographs and fingerprints, is the strength of COCC’s .Net core system.
Features & Functionality
INSIGHT CRM
The INSIGHT CRM suite is integrated directly into core and accessible in 100% real-time.
Contact Management
0Centralize all of your interactions with customers/members. Workflows track any needed follow-up, and staff can identify and report trends on customer/members needs and issues. View real-time email and online notifications, along with pop-up alerts for events already in-progress.
Service Dashboard
Householding
Sales & Referral Tracking
Profit
Read our free white paper, "The Value of an Integrated CRM Suite"
There is immense value in having a CRM suite integrated directly into your financial institution’s core system and accessible in 100% realtime. Click here to download our free white paper!